Enable/Disable Custom Object Sync
- Topics:
- Salesforce Integration
Custom Objects created in your Salesforce instance can be part of Marketo Engage, too. Here’s how to set it up.
Enable/Disable Custom Object Sync
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Go to the Admin area.
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In the Database Management menu, click Salesforce Objects Sync.
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If this is your first Custom Object, click Sync schema. Otherwise click Refresh Schema to ensure you have the latest.
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If your global sync is running you will have to disable it by clicking Disable Global Sync.
NOTE
A sync of the Salesforce custom object schema may take a few minutes. -
Click Refresh Schema.
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Select the object you wish to sync and click Enable Sync.
TIP
Marketo can only sync a custom object if it has a direct relationship with the Lead, Contact or Account object in Salesforce. -
Click Enable Sync again.
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Go back to the Salesforce tab and click Enable Sync.
Using Your Custom Objects
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In your Smart List, drag over the Has Opportunity filter and set to true.
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Then, use filter constraints to narrow the focus.
Excellent! You can now use this custom object’s data in Smart Campaigns and Smart Lists.